S.E.E.D. Planning Group
Latest statistics and disclosures from S.E.E.D. Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BSCP, BSCN, BSCO, MOAT, and represent 20.06% of S.E.E.D. Planning Group's stock portfolio.
- Added to shares of these 10 stocks: AMZN, MOAT, BSCP, BSCO, TMO, META, D, BSCN, BSJO, BSJN.
- Started 10 new stock positions in SDY, BRK.B, BSCQ, ROK, DHI, EQNR, DIS, MCD, BSJQ, XOM.
- Reduced shares in these 10 stocks: Bscm etf (-$8.0M), Invesco Exch Trd Slf Idx Fd bulshs 2022 hy, CSGP, , SCHX, CVS, VLO, , JNJ, MDT.
- Sold out of its positions in CVS, Ibio, Invesco Exch Trd Slf Idx Fd bulshs 2022 hy, Bscm etf, JRS, PBR, SPTM, Uxin Ltd ads.
- S.E.E.D. Planning Group was a net buyer of stock by $5.4M.
- S.E.E.D. Planning Group has $231M in assets under management (AUM), dropping by 7.89%.
- Central Index Key (CIK): 0001765515
Tip: Access up to 7 years of quarterly data
Positions held by S.E.E.D. Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for S.E.E.D. Planning Group
S.E.E.D. Planning Group holds 85 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $12M | +4% | 94k | 129.93 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 3.8 | $8.7M | +12% | 432k | 20.14 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 3.8 | $8.7M | +9% | 414k | 20.98 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 3.7 | $8.7M | +11% | 422k | 20.49 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.5 | $8.1M | +19% | 124k | 64.91 | |
| Microsoft Corporation (MSFT) | 3.3 | $7.7M | +10% | 32k | 239.82 | |
| Linde SHS (LIN) | 3.2 | $7.4M | +2% | 23k | 326.18 | |
| Nextera Energy (NEE) | 3.2 | $7.4M | +3% | 89k | 83.60 | |
| Lauder Estee Cos Cl A (EL) | 3.2 | $7.3M | +10% | 29k | 248.11 | |
| Cbre Group Cl A (CBRE) | 3.1 | $7.3M | +9% | 94k | 76.96 | |
| Ecolab (ECL) | 3.0 | $6.9M | +7% | 48k | 145.56 | |
| Honeywell International (HON) | 3.0 | $6.8M | 32k | 214.30 | ||
| Home Depot (HD) | 2.9 | $6.7M | 21k | 315.87 | ||
| Amazon (AMZN) | 2.9 | $6.6M | +32% | 79k | 84.00 | |
Setup an alertS.E.E.D. Planning Group will file the next quarterly 13-HR in about 1 months. Would you like to be notified? |
||||||
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $6.6M | +9% | 75k | 88.23 | |
| Valero Energy Corporation (VLO) | 2.7 | $6.2M | -3% | 49k | 126.86 | |
| Costco Wholesale Corporation (COST) | 2.5 | $5.9M | +7% | 13k | 456.50 | |
| Dominion Resources (D) | 2.5 | $5.8M | +15% | 95k | 61.32 | |
| Meta Platforms Cl A (META) | 2.4 | $5.5M | +16% | 46k | 120.34 | |
| Us Bancorp Del Com New (USB) | 2.3 | $5.3M | +8% | 122k | 43.61 | |
| Enbridge (ENB) | 2.2 | $5.1M | 132k | 39.10 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 2.2 | $5.0M | +16% | 213k | 23.31 | |
| Lockheed Martin Corporation (LMT) | 2.1 | $4.9M | 10k | 486.49 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 2.1 | $4.9M | +17% | 221k | 22.12 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 2.1 | $4.9M | +17% | 220k | 22.11 | |
| CoStar (CSGP) | 2.0 | $4.7M | -8% | 60k | 77.28 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $4.4M | +23% | 7.9k | 550.69 | |
| Visa Com Cl A (V) | 1.7 | $4.0M | 19k | 207.76 | ||
| Mastercard Incorporated Cl A (MA) | 1.7 | $3.8M | +11% | 11k | 347.73 | |
| Johnson & Johnson (JNJ) | 1.5 | $3.5M | -4% | 20k | 176.65 | |
| UnitedHealth (UNH) | 1.4 | $3.3M | 6.3k | 530.18 | ||
| Agilent Technologies Inc C ommon (A) | 1.4 | $3.3M | 22k | 149.65 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $3.1M | -6% | 69k | 45.15 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.2M | +5% | 17k | 134.10 | |
| Equinix (EQIX) | 0.9 | $2.1M | +26% | 3.2k | 655.03 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $1.9M | 42k | 44.81 | ||
| Parker-Hannifin Corporation (PH) | 0.7 | $1.6M | 5.3k | 291.00 | ||
| Xylem (XYL) | 0.6 | $1.4M | +2% | 13k | 110.57 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.3M | +7% | 13k | 99.20 | |
| Intel Corporation (INTC) | 0.5 | $1.1M | +31% | 41k | 26.43 | |
| General Dynamics Corporation (GD) | 0.5 | $1.1M | 4.3k | 248.11 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.0M | 4.2k | 241.86 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $802k | -2% | 8.5k | 94.64 | |
| Wal-Mart Stores (WMT) | 0.3 | $787k | 5.5k | 141.79 | ||
| Lowe's Companies (LOW) | 0.3 | $765k | +53% | 3.8k | 199.24 | |
| International Business Machines (IBM) | 0.3 | $756k | -9% | 5.4k | 140.88 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $683k | +8% | 6.8k | 100.92 | |
| Air Products & Chemicals (APD) | 0.3 | $611k | -8% | 2.0k | 308.26 | |
| Automatic Data Processing (ADP) | 0.2 | $565k | -7% | 2.4k | 238.86 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.2 | $558k | -8% | 3.5k | 159.37 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $547k | NEW | 29k | 18.93 | |
| Medtronic SHS (MDT) | 0.2 | $545k | -21% | 7.0k | 77.72 | |
| Walt Disney Company (DIS) | 0.2 | $545k | NEW | 6.3k | 86.88 | |
| International Flavors & Fragrances (IFF) | 0.2 | $485k | -3% | 4.6k | 104.84 | |
| Cisco Systems (CSCO) | 0.2 | $473k | +6% | 9.9k | 47.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $464k | 2.2k | 214.24 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $420k | +8% | 1.6k | 266.84 | |
| 3M Company (MMM) | 0.2 | $416k | +22% | 3.5k | 119.92 | |
| Corteva (CTVA) | 0.2 | $392k | +20% | 6.7k | 58.78 | |
| Emerson Electric (EMR) | 0.2 | $369k | +7% | 3.8k | 96.06 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $349k | 2.3k | 151.85 | ||
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $340k | NEW | 15k | 22.52 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $336k | NEW | 2.7k | 125.11 | |
| Colgate-Palmolive Company (CL) | 0.1 | $329k | +11% | 4.2k | 78.79 | |
| American Water Works (AWK) | 0.1 | $323k | +8% | 2.1k | 152.42 | |
| Cadence Design Systems (CDNS) | 0.1 | $320k | 2.0k | 160.64 | ||
| Applied Materials (AMAT) | 0.1 | $318k | +9% | 3.3k | 97.38 | |
| Waste Management (WM) | 0.1 | $308k | +9% | 2.0k | 156.88 | |
| Southern Company (SO) | 0.1 | $280k | 3.9k | 71.41 | ||
| Rockwell Automation (ROK) | 0.1 | $266k | NEW | 1.0k | 257.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $264k | NEW | 855.00 | 308.90 | |
| Bristol Myers Squibb (BMY) | 0.1 | $259k | 3.6k | 71.95 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $250k | 1.6k | 151.65 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $248k | NEW | 2.2k | 110.30 | |
| Regions Financial Corporation (RF) | 0.1 | $237k | 11k | 21.56 | ||
| Barclays Adr (BCS) | 0.1 | $234k | 30k | 7.80 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $216k | 4.3k | 50.21 | ||
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $215k | NEW | 6.0k | 35.81 | |
| D.R. Horton (DHI) | 0.1 | $214k | NEW | 2.4k | 89.14 | |
| Procter & Gamble Company (PG) | 0.1 | $211k | -16% | 1.4k | 151.56 | |
| McDonald's Corporation (MCD) | 0.1 | $204k | NEW | 773.00 | 263.53 | |
| Crescent Point Energy Trust (CPG) | 0.1 | $200k | 28k | 7.15 | ||
| Golden Ocean Group Shs New (GOGL) | 0.1 | $191k | +120% | 22k | 8.69 | |
| Cleveland-cliffs (CLF) | 0.1 | $161k | 10k | 16.11 | ||
| Ford Motor Company (F) | 0.1 | $151k | 13k | 11.63 | ||
Past Filings by S.E.E.D. Planning Group
SEC 13F filings are viewable for S.E.E.D. Planning Group going back to 2019
- S.E.E.D. Planning Group 2022 Q4 filed Jan. 19, 2023
- S.E.E.D. Planning Group 2022 Q3 filed Oct. 20, 2022
- S.E.E.D. Planning Group 2022 Q2 filed July 26, 2022
- S.E.E.D. Planning Group 2022 Q1 filed April 26, 2022
- S.E.E.D. Planning Group 2021 Q4 filed Jan. 24, 2022
- S.E.E.D. Planning Group 2021 Q3 filed Oct. 21, 2021
- S.E.E.D. Planning Group 2021 Q2 filed July 14, 2021
- S.E.E.D. Planning Group 2021 Q1 filed April 21, 2021
- S.E.E.D. Planning Group 2020 Q4 filed Jan. 19, 2021
- S.E.E.D. Planning Group 2020 Q3 filed Oct. 16, 2020
- S.E.E.D. Planning Group 2020 Q2 restated filed July 17, 2020
- S.E.E.D. Planning Group 2020 Q2 filed July 6, 2020
- S.E.E.D. Planning Group 2020 Q1 filed April 17, 2020
- S.E.E.D. Planning Group 2019 Q4 restated filed Feb. 10, 2020
- S.E.E.D. Planning Group 2019 Q4 filed Jan. 22, 2020